Optional Retirement Savings Plans 

Wednesday, February 1, 2023, 9:00am

TO: Sonoma State Employees
FR: Payroll and Benefits

Sonoma State offers a variety of supplemental retirement savings plans for eligible employees. Please consider taking advantage of the upcoming in-person and virtual opportunities to learn more about the different savings plans.

Fidelity Investments 403(b) Supplemental Retirement Savings 

Brenda Knudsen, our local Fidelity Workplace Financial Consultant, will be holding individual consultations from 8:30-4:30pm on February 13, 2023 and March 13, 2023.

Consultation appointments are available to any employee who wishes to ask questions about retirement savings and investment options in considering, or if already enrolled, in the 403(b) Supplemental Retirement Plan. 
To schedule an in-person consultation, please visit:  www.Fidelity.com/schedule.  

  1. Select: Schedule a Time to Meet
  2. Enter employer name as: California State University
  3. Appointment type: In-Person
  4. Select February 13, 2023 or March 13, 2023
  5. Select Sonoma State University
  6. Select one of the 45 minute consultations that fits your schedule

Appointments will be held on the 2nd floor of Salazar Hall in Human Resources. Please check in at the front desk upon arrival.  
If you need immediate or other assistance with your existing Fidelity account, please call 877-278-3699 or visit the CSU Fidelity Netbenefits Portal.

State of California CalHR Savings Plus Program 401(k) and 457

Victor Tawn with the CalHR Savings Plus 401(k)/457 program, will be holding two (2) upcoming educational webinars to review enrollment in Savings Plus. These webinars provide an opportunity to learn more about Savings Plus, how the plan complements CalPERS and the differences between the 401(k) and 457 plans. These sessions will be held from 10-11am on February 15, 2023 and 12-1pm on February 21, 2023.  

Victor is available to meet virtually to review individual investment needs. To schedule a virtual meeting, or confirm your planned attendance at a webinar, please visit http://victortawn.myRetirementAppt.com. If you have further questions about the webinars or one-on-one meetings, please reach out directly to Victor at victor.tawn@nationwide.com. Savings Plus Customer Service Department is also another resource and can provide immediate assistance with your existing Savings Plus account and can be reached at 855 616-4776.